See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,111 | $92,703-30.8% | $82,719-22.5% | $134,475-52.3% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | 9.56% | 944.92%-935.4pp | 701.18%-691.6pp | 417.96%-408.4pp |
| Employer contribution / active EE | $2,636 | $3,274-19.5% | $3,009-12.4% | $4,740-44.4% |
| Participant deferral / active EE | $7,037 | $4,802+46.6% | $4,395+60.1% | $6,400+10.0% |
| Admin fee / account holder | $578 | $5,983-90.3% | $5,329-89.2% | $11,426-94.9% |